See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,567 | $93,024+22.1% | $77,024+47.4% | $134,475-15.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -14.32% | 62.60%-76.9pp | 42.32%-56.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $816 | $3,418-76.1% | $2,812-71.0% | $4,740-82.8% |
| Participant deferral / active EE | $1,478 | $5,238-71.8% | $4,426-66.6% | $6,400-76.9% |
| Admin fee / account holder | $898 | $6,944-87.1% | $5,425-83.5% | $11,426-92.1% |